Articles

  • 3 days ago | moneymarketing.co.uk | Darius McQuaid |Momodou Musa Touray |Nita Patel

    Just under half (48%) of mid-retirees aged 65-75 who do not pay for financial advice are confident they are on track to make their private pension savings last for life. This is according to the report Retirement Reality: Managing money in mid-retirement from Aviva and Age UK. Over a quarter (26%) reported feeling financially secure, with women (19%) feeling less financially secure than men (32%).

  • 6 days ago | moneymarketing.co.uk | Kimberley Dondo |Momodou Musa Touray

    You might think the headline’s a bit clickbaity, but honestly, I’ve been pondering this question for a good few months now. I was catching up with some friends recently, and when the topic of Diversity and Inclusion (D&I) came up, they both had a similar viewpoint: companies should simply hire the best person for the job, end of discussion. It shouldn’t matter if they’re male, female, Black, white, or anything else – just the most qualified individual. In theory, they have a point, don’t they?

  • 6 days ago | moneymarketing.co.uk | Dan Cooper |Momodou Musa Touray |Darius McQuaid

    Crippling anxiety caused by a period of high inflation – combined with a fear of missing out – is tempting young people into making high-risk investments. That was the warning from Charlie Parker, managing director at fund manager Albemarle Partners, during his speech at MMI Leeds yesterday (8 May).

  • 6 days ago | moneymarketing.co.uk | Momodou Musa Touray |Dan Cooper

    Good morning and welcome to your Morning Briefing for Friday 9 May 2025. To get this in your inbox every morning click here. Biggest mistake in investment is overreactingMorningstar’s mantra is never overreact when it comes to investing, stay focused on your goals, turn off your news feed and ignore market forecasts. This is what Morningstar Wealth chief investment officer Mike Coop told Money Marketing. The “biggest” mistake people can make is overreacting. DA or AR?

  • 6 days ago | moneymarketing.co.uk | Dan Cooper |Momodou Musa Touray

    Should those looking to start their own advice firm go down the directly authorised (DA) route, or the appointed representative (AR) route? That was the key question debated by panellists at Money Marketing’s interactive conference in Leeds yesterday (8 May). Company founders and chief executives shared their experiences of embarking on both journeys into advice – with opinions varying about which one was best.

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